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Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.


Can I Flag a Budget?

Similar to matter flags, users can flag budgets that require close attention.  Use the following guidelines to assist in the process.

  1. Click the Finance tab and select Budget Management.
  2. Click on a budget number from your list to open it.
  3. Under the assigned matter name on the right side of the page, click Set Flag.
  4. Select the flag color of your choice.

Note: Colors do not have a specific meaning to the Lawtrac database. 

To remove the flag, click the Remove Flag hyperlink that has replaced Set Flag.

Flag a Budget

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